See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $562,635 | $98,750+469.8% | $149,696+275.9% | $79,858+604.5% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.5%+13.8pp | 69.6%+26.7pp |
| Annual return | 11.77% | 27.43%-15.7pp | 276.60%-264.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $14,076 | $3,216+337.6% | $4,644+203.1% | $2,471+469.7% |
| Participant deferral / active EE | $13,607 | $5,680+139.6% | $6,842+98.9% | $3,740+263.8% |
| Admin fee / account holder | $7,645 | $6,053+26.3% | $9,309-17.9% | $5,306+44.1% |